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Apr 19, 2013
04/13
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they're using very cutting edge technological tools to mine any of the data that they are able to pull from the first suspect who was killed early this morning. so his travel records, phone records, anything that they could look at, social security number to figure out who might be in the ever-expanding circle of people who knew him. these cutting edge tools would also look on the internet. did these individuals and this is a new thing that happened post-9/11 is that when you are confronted with a potential terrorism threat and knew the individual the first thing you did was go to social media, check on facebook, check on, you know, twitter. >> speak of twitter, the boston police department just tweeted an hour ago, an alert to the media not to disclose the tactical information to compromise officer safety with the homes that are being searched. there are a lot of crews up in boston and a lot of people covering this and a lot of risks in there. >> with the fact that the individuals had ieds with them overnight and were throwing them on to the street as police were chasing them suggest
they're using very cutting edge technological tools to mine any of the data that they are able to pull from the first suspect who was killed early this morning. so his travel records, phone records, anything that they could look at, social security number to figure out who might be in the ever-expanding circle of people who knew him. these cutting edge tools would also look on the internet. did these individuals and this is a new thing that happened post-9/11 is that when you are confronted...
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Apr 17, 2013
04/13
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bny mellon. >>> shares are dragging basically all of technology down. alex gana is a managing director with jmp securities. he joins us on the news line this morning. thanks for coming to the phone. >> thank you ch it feels like it's trying to find legs here. what is your very near term view? >> i think the problem for apple today is we have a major component provider cirrus talking about inventory build and guiding down pretty hard for the forward quarter. they are intensifying competition. i'm not sure you're going to get a lot of near-term relief from apple. >> are they telling you anything you didn't already know or suspect, alex? >> i think the magnitude is worse than what people were thinking. because i think you're absolutely right. people were braced for a poor seasonal quarter. but the magnitude coupled with the success that samsung has in the market. it has investors nervous on this stock. >> it's amazing to look at the year to dlat losses on apple. 20 plus per cent. it's just a fluke of the calendar, perhaps. can they work their way out of th
bny mellon. >>> shares are dragging basically all of technology down. alex gana is a managing director with jmp securities. he joins us on the news line this morning. thanks for coming to the phone. >> thank you ch it feels like it's trying to find legs here. what is your very near term view? >> i think the problem for apple today is we have a major component provider cirrus talking about inventory build and guiding down pretty hard for the forward quarter. they are...
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Apr 16, 2013
04/13
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zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so, it's no surprise to you that companies depend on today's xerox for services that simplify how work gets done. which is...pretty much what we've always stood for. with xerox, you're ready for real business. >>> you're looking at a live shot of the white house briefing room where the president is scheduled to speak on the boston bombings in just a few minutes time. when he comes to the podium we'll take that live. we're also watching laguardia airport in new york city where the central terminal has been evacuated due to a suspicious package. somethi
zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so, it's no surprise to you that...
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Apr 22, 2013
04/13
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now, i'm also a big fan of new technology. if we can do things better, we should. now we are at a cross roads where i have to admit i have some misgivings but, hey, technology aside, we're improving. there's going to be some significant changes to the way we calculate gdp starting in july which means the number we get about three months from today when we get our first look at second quarter gdp may be significantly bigger. now, i'd like to quote, and it's on cnbc.com today as well as in the financial times, something that was written by robin harding quoting one of the gentleman who sat the bur oh of economic analysis, brent moulton. here is what he said. we are carrying these major changes all of the way back in time, which for us means to 1929, so we are essentially rewriting economic history. now, you can see why i'm scratching my head a little bit. i guess, you know, when the government or any employee is going to tell us they're rewriting history, my issue is, is that it's tough to get your gps, first of all, and it comes at a time when we already don't have
now, i'm also a big fan of new technology. if we can do things better, we should. now we are at a cross roads where i have to admit i have some misgivings but, hey, technology aside, we're improving. there's going to be some significant changes to the way we calculate gdp starting in july which means the number we get about three months from today when we get our first look at second quarter gdp may be significantly bigger. now, i'd like to quote, and it's on cnbc.com today as well as in the...
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Apr 23, 2013
04/13
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this is food technology. the greatest technological advances in the country may very well have taken place in the oil industry, right? >> fracing. >> i was thinking you would go tang because that was nasa. >> we talk technology all of the time and we think silicon valley, but it's not. >> there's an article today in "the new york times" and i had rich kinder on, core labs, why? they map reservoirs and find there's a lot more oil and gas than you thought. american company, this is the kind of company, and it's the government. i find that when you look at halliburton. halliburton has pioneered everything from great sideways drilling to fracing fluid that tastes every bit as good as that mccafe that does not have the -- >> that is not true. the fracing fluid does not taste as good as the smoothie. >> the hibiscus taste, had i cut the fracing fluid with belvedere. >> tequila! >> then we'd never -- i'd become an alcoholic fracing fluid plus cuervo. >> fracing fluid from tequila. that will wake you up every morning
this is food technology. the greatest technological advances in the country may very well have taken place in the oil industry, right? >> fracing. >> i was thinking you would go tang because that was nasa. >> we talk technology all of the time and we think silicon valley, but it's not. >> there's an article today in "the new york times" and i had rich kinder on, core labs, why? they map reservoirs and find there's a lot more oil and gas than you thought....
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Apr 24, 2013
04/13
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technology, cyclicals? >> you know, it is very interesting because the first quarter was so strong and when you look at the sectors that outperformed there were health care staples and utilities and everyone is classifying them as defensive and when you look at an underlying them they all have yield. so what the market is telling you is that the investor base is still seeking yield as we still have a very low interest rate environment and as the federal reserve keeps telling us that they're going to maintain a low interest rate environment. >> i think i want you to make a judgement. what do you think people should do? >> well, we really like mega-caps. we like growth stocks and select cyclicals. so we really like a well-diversified portfolio of stocks here. >> okay, mary, let's talk about gold. clearly, we had a very rough couple of days in the end of the week before last and into monday we lost 13% as everybody is aware over that two-day period. once in a generational move. since then, of course, what's be
technology, cyclicals? >> you know, it is very interesting because the first quarter was so strong and when you look at the sectors that outperformed there were health care staples and utilities and everyone is classifying them as defensive and when you look at an underlying them they all have yield. so what the market is telling you is that the investor base is still seeking yield as we still have a very low interest rate environment and as the federal reserve keeps telling us that...
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Apr 18, 2013
04/13
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technology stops. it will probably outperform the most defensive names. a lot of money is going into defensive names. as interest rays go up, as confidence returns, money will move from that part of the market towards more agretsive aims. but if you go for that long-term perspective, then it's worst being over the growth areas of the markets. >> david, always good to talk with you. thank you so much for the time. we'll talk to you soon. >> thank you. >> teches are lower today after reports from microsoft, ibm and google. google expected to hit 14.2 billion. mark mahaney rates google ads an outperform. he joins us from san francisco this morning. good to have you back. >> good to be here, carl. >> we'll get a lot of information of the names we mentioned. what is the most important? >> the igest issue is the concern that mobile internet usage, which is the mundmental biggest trend is the stocks traded up as cpcs improve. if they improve this quarter, the stocks should trade up. that's the key number. >> we were looking at a slew of price target increases a
technology stops. it will probably outperform the most defensive names. a lot of money is going into defensive names. as interest rays go up, as confidence returns, money will move from that part of the market towards more agretsive aims. but if you go for that long-term perspective, then it's worst being over the growth areas of the markets. >> david, always good to talk with you. thank you so much for the time. we'll talk to you soon. >> thank you. >> teches are lower today...